Original filing (PDF)20251021103632NAL0000758963001

EQUITY PROPERTY TAX SOLUTIONS, LLC

Name: EQUITY PROPERTY TAX SOLUTIONS, LLC — EQUITY PROPERTY TAX SOLUTIONS, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: EQUITY PROPERTY TAX SOLUTIONS, LLC

Form 5500-SF

FILING_RECEIVED

EQUITY PROPERTY TAX SOLUTIONS, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EQUITY PROPERTY TAX SOLUTIONS, LLC.

Plan sponsor

Name

EQUITY PROPERTY TAX SOLUTIONS, LLC

EIN

82-2084513all filings

Address

25 SE 2ND AVE., SUITE 305 · MIAMI, FL · 33131

Phone

(305) 501-2295

Industry

Real Estatesee all

Plan administrator